See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,868 | $156,846-85.4% | $121,098-81.1% | $139,434-83.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.58% | 1474.56%-1463.0pp | 985.75%-974.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $10,000 | $5,536+80.6% | $4,164+140.2% | $4,751+110.5% |
| Participant deferral / active EE | $1,710 | $4,844-64.7% | $4,080-58.1% | $6,710-74.5% |
| Admin fee / account holder | $31 | $6,946-99.6% | $5,644-99.5% | $11,403-99.7% |